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Opportunities in a Volatile Market: Software, Health Care, Industrials
Description
Gene Goldman sees opportunities in software, which he thinks is oversold, though he is neutral towards technology overall. Instead, he likes healthcare and industrials and is making a short-term energy play. Within those, he likes biotech and managed care. He thinks the S&P 500 will end the year higher, but warns of a potential downturn beforehand. This week, he’s watching central bank meetings, especially the Fed’s meeting, where it will release a new dot plot. He’s underweight international equities.
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